How To: Upload Terms and Conditions
When emailing Purchase Orders, Terms and Conditions can be attached so you can share your rules, guidelines, and expectations.
All clients types that use Purchase Orders as part of their purchasing workflow can use this function.
To upload terms and conditions:
- Open a committed Purchase Order and select Print.
- Click Email to Vendor.
- Select Load File.
- Select the file from the stored location on your computer and then click Open.
The uploaded file will be saved and available to add to any purchase order when emailing.
Figure 1. Select the Include Terms and Conditions box when emailing a purchasing order to add this information to the email.
Related Articles
FAQs: Terms and Conditions in Emailed Purchase Orders
Q: How do I upload terms and conditions? A: Check out this article for instructions: How To: Add Terms and Conditions to Emailed Purchase Orders Q: How do I include Terms and Conditions in a Purchase Order email? A: Check the box “Include Terms and ...How To: Create a Purchase Order
When you create and commit a Purchase Order, the quantities on the document appear as On Order for each item. This provides visibility into incoming inventory and helps your team track what is expected to arrive. Purchase Orders are optional. Yellow ...How To: Use Email PO to Vendor
Use Email to vendor to send a purchase order (PO) directly from Yellow Dog to a vendor contact. This lets you email the PO without leaving the software Access to Purchasing Access to Purchase Orders Step 1: Confirm the vendor has an email address Go ...How To: Cancel a Purchasing Order
If a vendor cannot fulfill a purchase order, canceling the order removes the associated on-order quantities and keeps inventory accurate. You must have permission to: View and edit purchase orders Edit the Canceled field (including Edit after commit, ...How To: Create and Approve a Purchase Order Using PO Approvals
Admin & end user · Yellow Dog Inventory 2026 WHY IT'S IMPORTANT Purchase Order (PO) Approvals add a required sign-off step before a purchase order can be committed, so you can enforce purchasing amount restrictions or route orders through the right ...
Popular Articles
How To: Find Your Yellow Dog Inventory Version
Understanding which version of Yellow Dog Inventory you're using is essential when exploring new features, as some enhancements and functionalities are specific to certain versions. All client types can benefit from knowing their Yellow Dog Inventory ...Feature Overview: Par & Re-Order Points
Par levels and reorder points help streamline purchasing in Yellow Dog. Par level is the ideal quantity to keep on hand. Reorder point is the minimum quantity that triggers reordering. You can update par and reorder points in the following locations: ...How To: Install the Zebra ZD411 Printer Driver
End user · Yellow Dog Inventory 2026 WHY IT'S IMPORTANT When you install the correct driver, Windows can communicate with your Zebra ZD411 printer so it prints labels and tags reliably from Yellow Dog Inventory. Without the driver, the ZD411 will not ...FAQs: What are Bins?
End user · Yellow Dog Inventory 2026 Question: What are Bins? Answer: Bins are optional location identifiers that specify exactly where an item is stored. The Bin field is free text, so you can use letters or numbers. You don’t need to create bins in ...Food and Beverage User Manual
The Food & Beverage User Manual is your key to understanding the potential of Yellow Dog. Whether you're a first-time user or a seasoned pro, this detailed manual will help you understand how to best utilize your Yellow Dog Inventory system. Download ...